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Paylocity

459 hedge funds and large institutions have $6.59B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 178 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 481459 (-22)

15% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 82

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
251
J2 Capital Management
Michigan
$520K
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$516K
YMRC
253
Yorktown Management & Research Company
Virginia
$503K
FPAS
254
Focus Partners Advisor Solutions
Missouri
$499K
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$499K
MCM
256
Moore Capital Management
New York
$498K
SAM
257
Securian Asset Management
Minnesota
$481K
IC
258
Inscription Capital
Texas
$477K
KF
259
Krilogy Financial
Missouri
$470K
EPW
260
Evolve Private Wealth
California
$464K
YDMI
261
Y.D. More Investments
Israel
$442K
NAM
262
NorthCrest Asset Manangement
Minnesota
$441K
LSPW
263
Lake Street Private Wealth
Illinois
$435K
CB
264
Commerce Bank
Missouri
$434K
FAMI
265
Fideuram Asset Management (Ireland)
$430K
QCM
266
Qsemble Capital Management
New York
$419K
MSE
267
MUFG Securities EMEA
United Kingdom
$418K
DT
268
Diversified Trust
Tennessee
$417K
AC
269
Armistice Capital
New York
$415K
AA
270
ALPS Advisors
Colorado
$413K
SGAM
271
Smith Group Asset Management
Texas
$405K
MC
272
Machina Capital
France
$401K
C
273
Certuity
Florida
$391K
VCM
274
Versant Capital Management
Arizona
$388K
PAS
275
Park Avenue Securities
New York
$388K